WI
Wintrust Investments Portfolio holdings
AUM
$114M
1-Year Return
21.99%
This Quarter Return
+5.43%
1 Year Return
+21.99%
3 Year Return
+27.54%
5 Year Return
+87.26%
10 Year Return
–
AUM
$614M
AUM Growth
+$37.7M
(+6.5%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
1.96%
Top 10 Holdings %
Top 10 Hldgs %
36.55%
Holding
379
New
31
Increased
138
Reduced
151
Closed
21
Top Buys
| 1 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$7.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$5.38M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.52M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$2.39M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$2.33M |
Top Sells
| 1 |
iShares US Aerospace & Defense ETF
ITA
|
$4.65M |
| 2 |
Blackstone
BX
|
$2.57M |
| 3 |
Apple
AAPL
|
$2.37M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.87M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.78M |
Sector Composition
| 1 | Financials | 9.09% |
| 2 | Technology | 7.24% |
| 3 | Communication Services | 5.97% |
| 4 | Healthcare | 5.3% |
| 5 | Industrials | 4.04% |
